HK/China Healthcare Analyst (ex-Fosun Pharma)

Xinyao (Criss) Wang

Over 15 years' experience in both finance and healthcare, covering clinic operations, investment and equity research in both China and overseas.

Sino Biopharmaceutical (1177.HK) - The Positives and the Negatives

China Healthcare Weekly (Apr.7)- Pacemaker VBP, FDA Changes Game Rule, Industry Beta Vs Fundamentals

Shanghai Chicmax Cosmetic (2145.HK) - Start to Enter a Vicious Cycle

Pre-IPO ClouDr Group - The Logical Business Model Can Support Future Growth

JD Health (6618.HK) - It's Time to Reassess the Business Prospects and Valuation

ClouDr Group (9955.HK) - Positive Profit Alert for 2022, Thoughts on Business Model and the Concerns

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Equity Bottom-Up

<ul>
<li>ClouDr had outstanding performance in 2022, which was mainly due to its unique but effective development model - starting from To B business first and then expanding To C business. </li>
<li>ClouDr may become the first company to develop a successful profit model of online medical services. The integration of AI and medical care enables ClouDr to enjoy more policy dividends/catalysts </li>
<li>
<a href="https://www.smartkarma.com/entities/cloudr-group-limited" target="_blank" data-smartkarma-citation="entities:34459:1" rel="noopener">ClouDr Group (9955 HK)</a> has high growth potential with big investment value, and it could even surpass JD Health in the future. The Company is undervalued and deserve investors’ attention.</li>
</ul>


ClouDr had outstanding performance in 2022, which was mainly due to its unique but effective development model - starting from To B business first and then expanding To C business. 
ClouDr may become the first company to develop a successful profit model of online medical services. The integration of AI and medical care enables ClouDr to enjoy more policy dividends/catalysts 

ClouDr Group (9955 HK) has high growth potential with big investment value, and it could even surpass JD Health in the future. The Company is undervalued and deserve investors’ attention.


Ping An Healthcare and Technology (1833 HK)

ClouDr Group (9955.HK) -  “A Dark Horse” to Beat JD Health